Join Citizens as a Customer Relationship Advocate, where you'll engage with affluent clients, providing exceptional financial planning and advice. Benefit from a supportive culture that prioritizes professional development and client satisfaction.
Key Responsibilities
Acquire and onboard new affluent and high-net-worth clients
Grow net deposits, investments, and lending balances
Deepen and retain client relationships through proactive engagement
Provide exceptional client experiences
Engage Wealth Advisors and Certified Financial Planners
Partner with colleagues in other lines of business
Leverage Salesforce CRM to track activity
Required Qualifications
Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or relevant experience
Experience working with affluent and high net worth clients
Minimum of two licenses required (SIE, Series 6, 7, 63, 65, or 66, Life and Health, Accident Insurance Licenses)
Demonstrated success in a client-centric sales environment
Experience establishing and maintaining client relationships
Knowledge of industry regulatory requirements
Excellent written and verbal communication skills
Benefits & Perks
Competitive payComprehensive medical, dental and vision coverageRetirement benefitsMaternity/paternity leaveFlexible work arrangementsEducation reimbursementWellness programsPaid time off policy exceeds local regulations